Looking to diversify beyond YFSIX? The mutual funds below have historically moved differently from YFSIX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for YFSIX
19 mutual funds have low correlation with YFSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Cromwell CenterSquare Real Estate Fund (MRESX) (REIT) with a 1Y correlation of 0.08, down from 0.42 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cromwell CenterSquare Real Estate Fund | 0.08 | 0.30 | 0.42 | 56 | REIT | YFSIX vs MRESX | |
| AMG GW&K Municipal Bond Fund | 0.09 | 0.14 | 0.13 | 57 | Municipal Bonds | YFSIX vs GWMIX | |
| AMG GW&K Municipal Enhanced Yield Fund | 0.11 | 0.13 | 0.12 | 77 | High Yield Muni | YFSIX vs GWMEX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 0.17 | 0.40 | 0.52 | 61 | Low Volatility | YFSIX vs FSUVX | |
| Voya Global High Dividend Low Volatility Fund | 0.17 | 0.44 | 0.59 | 60 | Global Equities, Low Volatility | YFSIX vs NAWGX |
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